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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,590 | $67,823-49.0% | $52,425-34.0% | $137,256-74.8% |
| Participation rate | 11.1% | 63.9%-52.8pp | 55.6%-44.5pp | 80.0%-68.8pp |
| Annual return | -34.75% | 219.11%-253.9pp | 302.12%-336.9pp | 220.34%-255.1pp |
| Employer contribution / active EE | $175 | $1,163-84.9% | $914-80.8% | $4,156-95.8% |
| Participant deferral / active EE | $1,156 | $2,288-49.5% | $1,790-35.5% | $6,407-82.0% |
| Admin fee / account holder | $18,740 | $2,844+558.9% | $2,495+651.1% | $12,270+52.7% |